News and Updates

Dads putting their family’s financial security at risk if the unexpected were to happen. What would happen to you and your family in the event of unforeseen circumstances, such as the diagnosis of a serious illness or premature death? Worryingly, research from Scottish Widows reveals that...

How will it affect your retirement plans? Will you be one of the millions of workers who will have to work an extra year before retiring after the Government announced that it would be extending the retirement age to 68? New plans announced in July this year...

How certain innate behavioural traits influence our decision-making With historic ultra-low interest rates on savings, many investors over the past decade have turned to income-paying funds as an alternative to cash-based savings. Changing life plans and priorities mean we now encounter varying income needs and goals...

New Inheritance Tax rules apply from 6 April 2017 Unforeseen life events and circumstances can potentially impact your finances in a number of ways. We can help you to safeguard your wealth for future generations. Although often in the news, Inheritance Tax (IHT) is still not widely...

Those who set tangible goals for the future could be £30,000 better off in retirement, according to new research. The Set the Right Goals study from Zurich UK found that those who set specific goals for when they are aged 65 or over are more likely...

Out of sight, out of mind. THE EXTENT TO WHICH PENSION POLICIES ARE BEING FORGOTTEN HAS BEEN REVEALED IN RESEARCH FROM AVIVA. A SURVEY OF ALMOST TEN THOUSAND PEOPLE WHO HOLD A PENSION HAS REVEALED THAT JUST UNDER ONE IN EIGHT (13%) ADMITTED THEY HAVE AT...

The Government has now confirmed details of its proposed overhaul of the pension system. The key elements of the plans begin with the minimum pension age increasing to 57 from 2028, and the state pension age rising to 67 at the same time, which will affect...

By understanding which investments are the most tax-efficient, you can make the most of your options to minimise how much tax you pay. As well as deciding what to invest in, you need to think about how you’re going to hold your investments. Choosing tax-efficient...